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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.27% | | 5-Year Average Return: | 1.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.62% | |
Worst 1-Yr Total Return (2008): | -24.37% | |
Best 3-Yr Total Return (2004-6): | 7.71% | |
Worst 3-Yr Total Return (2006-8): | -5.30% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TWEBX | Category | Diff | Index* | Diff | | Year To Date | 16.27 | 15.79 | 0.48 | 17.05 | -0.78 | | 1-Month | -1.47 | -2.21 | 0.74 | -1.86 | 0.39 | | 3-Month | 5.60 | 5.62 | -0.02 | 5.48 | 0.12 | | 1-Year | 12.48 | 9.52 | 2.96 | 9.80 | 2.68 | | 3-Year | -3.19 | -8.36 | 5.17 | -7.02 | 3.83 | | 5-Year | 1.51 | 0.18 | 1.33 | 0.33 | 1.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.10 | 46.84 | -7.74 | 45.76 | -6.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.14 | -16.40 | 9.26 | -18.25 | 11.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TWEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.37 | -37.09 | 12.72 | | 2007 | | | 0.60 | 1.42 | -0.82 | | 2006 | | | 11.62 | 18.15 | -6.53 | | 2005 | | | 2.30 | 5.95 | -3.65 | | 2004 | | | 9.42 | 12.97 | -3.55 | | 2003 | | | 23.24 | 28.44 | -5.20 | | 2002 | | | -14.91 | -18.69 | 3.78 | | 2001 | | | -0.08 | -4.99 | 4.91 | | 2000 | | | 14.45 | 7.87 | 6.58 | | 1999 | | | 2.00 | 6.72 | -4.72 |
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| PAST QUARTERLY RETURNS (%) FOR
TWEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.84 | 16.18 | 15.21 | N/A | | 2008 | -4.74 | -7.46 | 1.60 | -15.56 | | 2007 | 1.32 | 5.15 | -0.08 | -5.50 | | 2006 | 2.10 | 0.04 | 5.31 | 3.77 | | 2005 | -2.76 | 1.26 | 2.40 | 1.46 | | 2004 | 2.14 | 0.29 | -1.06 | 7.98 | | 2003 | -4.73 | 11.39 | 4.55 | 11.08 | | 2002 | 2.82 | -5.36 | -17.42 | 5.88 | | 2001 | -1.92 | 6.85 | -9.65 | 5.53 | | 2000 | -2.24 | 0.50 | 11.46 | 4.50 | | 1999 | N/A | N/A | N/A | -0.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 640 | 1335 | 47.94 | | 1-Month | 537 | 1379 | 38.94 | | 3-Month | 519 | 1368 | 37.94 | | 6-Month | 592 | 1346 | 43.98 | | 1-Year | 638 | 1318 | 48.41 | | 3-Year | 35 | 1124 | 3.11 | | 5-Year | 175 | 934 | 18.74 |
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0.34% Nasdaq 
0.05 (0.28%) 
Performance
